Six Point Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
Six Point Wealth Advisors: An Ameriprise private wealth advisory practice serving the Southington, CT area.

Six Point Wealth Advisors, Ameriprise Client Experience Award Recipient, 2021

  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

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  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
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  • Introduce us

    If you know someone who has financial questions, please let them know about our practice.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

Vision Statement:

Help clients live a fulfilling and financially stable life.

Mission Statement:

Provide advice (delivered with compassion and personalized care) that motivates clients to make informed financial decisions.

Our Values:

  • Integrity
  • Friendship
  • Happiness
  • Health
  • Helping Others
  • Independence

Financial advice with your taxes in mind

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence. To get started, request a complimentary initial consultation.

Our videos

9 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)